# Loar's third-quarter defense sales rise 58.2%, led by original equipment Defense original-equipment sales more than doubled in the third quarter of 2026. Loar's earnings release does not separate acquisition effects on defense growth. Published 2026-11-06 by TGOs. Canonical: https://tgos.io/news/2026/11/06/loars-third-quarter-defense-sales-rise-58-2-led/ Loar Holdings' reported defense net sales reached $45.5 million in the third quarter of 2026, up 58.2% from a year earlier.[1] Defense original-equipment sales accounted for 86.7% of that increase, more than doubling to $28.3 million.[1] Defense aftermarket sales grew 14.8% over the same quarter a year earlier. Commercial contributed more dollars to Loar's overall sales increase, adding $29.0 million compared with defense's $16.7 million gain. Commercial sales grew 31.8%. The distinction between reported and organic growth matters across Loar's business: company-wide quarterly sales rose 39.0%, while organic sales grew 15.8%.[1] Loar excludes sales from new acquisitions from its organic measure until the 13th month after acquisition, when it includes them on a comparative basis with the prior period.[1] Through the first nine months of 2026, reported defense sales rose 47.4% from the comparable period a year earlier.[1] Loar's full-year outlooks use defense market growth assumptions of mid-single digits for 2026 and low-double digits for 2027.[1] ## Why it matters Defense represents a larger share of Loar's quarterly sales, rising to 25.8% from 22.7% a year earlier. The release does not break out organic defense growth, leaving any contribution from acquisitions to that expansion unclear.[1] ## Sources 1. Loar Holdings Inc. Reports Q3 2026 Record Results (Exhibit 99.1)